Premier Path Wealth Partners’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Premier Path Wealth Partners’s Portfolio XSVM Stock Details XSVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.62M	Buy	71,039 +21,117	+42%	+$1.47M	0.54%	45
2026 Q2	$3.47M	Buy	49,922 +10,278	+26%	+$679K	0.4%	62
2026 Q1	$2.39M	Sell	39,644 -6,085	-13%	-$370K	0.31%	73
2025 Q4	$2.61M	Sell	45,729 -2,621	-5%	-$148K	0.34%	66
2025 Q3	$2.73M	Buy	48,350 +2,266	+5%	+$125K	0.35%	62
2025 Q2	$2.4M	Buy	46,084 +1,405	+3%	+$69.2K	0.33%	68
2025 Q1	$2.24M	Buy	44,679 +3,636	+9%	+$194K	0.35%	67
2024 Q4	$2.24M	Buy	41,043 +1,303	+3%	+$73.5K	0.34%	67
2024 Q3	$2.19M	Buy	39,740 +2,055	+5%	+$112K	0.34%	68
2024 Q2	$1.97M	Buy	37,685 +2,134	+6%	+$116K	0.34%	72
2024 Q1	$2.02M	Buy	35,551 +8,132	+30%	+$435K	0.38%	67
2023 Q4	$1.5M	Buy	+27,419	New	+$1.34M	0.33%	68

Other funds holding XSVM

KWA

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

BWA

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $199M AUM 11.66% 1-Year Est. Return

Premier Path Wealth Partners's XSVM Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 42% in Q3 2026, buying an estimated $1.47M and bringing the position to 71,039 shares worth $4.62M. The position accounts for 0.54% of the portfolio, ranked #45.

Premier Path Wealth Partners first reported a position in XSVM in Q4 2023 and has held it in 12 quarters since. 21 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

Premier Path Wealth Partners held 71,039 shares of Invesco S&P SmallCap Value with Momentum ETF worth $4.62M as of Q3 2026.
Premier Path Wealth Partners bought 21,117 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $1.47M.
Invesco S&P SmallCap Value with Momentum ETF made up 0.54% of Premier Path Wealth Partners's portfolio in Q3 2026, its #45 holding.
Premier Path Wealth Partners first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and has held it in 12 quarters since.
21 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.